Overview
This article will show you how to add an associated Organization to a Constituent profile.
Instructions
- Navigate to Constituents on the left-hand side
- Select the constituent you want to modify
- Click Add Organization
- Select Click to select an organization
- In the search bar, search and select for the desired organization
- Edit the Title
- Note: The default is Member. Modify the title to reflect the constituent's position in the organization.
- Click Save
- View the associated organizations on the profile